Home >  Employers >  Case Study

CASE STUDY

The Pediatric Dentist: An employee benefits success

Dr. Trisha McNamara, owner of The Pediatric Dentist, had already established her estate plan but was surprised to discover how few of her employees had done the same. What began as a casual lunchtime conversation quickly became a meaningful discussion about protecting loved ones and assets through estate planning. As a leader committed to fostering a supportive workplace culture, Dr. Trisha decided to take action. She partnered with BeyondWill to offer estate planning as a benefit to all of her employees, empowering her team to protect their families and build financial confidence.

About

Industry: Healthcare

Location: Cincinnati, OH

Company size: <20 people

Website: thepediatricdentist.com

A highly valued benefit

Pie chart showing that 80% of employees and 50% of their spouses have completed plans

Following an introductory workshop, personalized assistance, and a follow-up feedback session, The Pediatric Dentist rated their overall satisfaction with BeyondWill a 5 out of 5, emphasizing its alignment with organizational goals to support employee well-being. BeyondWill’s platform delivered immediate value, helping employees navigate estate planning with ease. The intuitive design and streamlined features made the process accessible, regardless of prior experience.


This benefit produced a ripple effect of positive change for both employees and the organization. Employees felt secure knowing their families were protected, reducing stress about the uncertainties of settling an estate and the burden of probate. With these concerns eased, employees could remain focused and productive at work. In the event of a loss, they could return to work sooner with greater peace of mind—providing a double benefit to the organization.

Overall satisfaction

5/5

BY THE NUMBERS

78%

80%

2.5

of employees used WiseFill™

of employees completed their plan

sessions for employees to create a complete plan

“I think BeyondWill did a great job. My employees found the platform easy to use, and I loved working with their team."

Trisha McNamara, DDS

The Pediatric Dentist Owner

Gaining a competitive edge: recruitment and retention

In today’s competitive talent market, recruiting and retaining top talent is especially challenging for small- and medium-sized businesses. Dr. Trisha saw BeyondWill as a strategic advantage. By including estate planning in her benefits package, she crafted a compelling offer that distinguished her practice from the rest.

Value to employer

5/5

Confidence and trust in the platform

The platform not only meets employees' expectations but exceeds them by delivering peace of mind and a sense of accomplishment. This fosters a positive workplace culture, enhances employee satisfaction, and positions organizations as caring and forward-thinking employers.

Confidence and trust

4.5/5

Looking ahead

The Pediatric Dentist will continue to offer BeyondWill as a key employee benefit and recommend it to other organizations. BeyondWill has proven to be a game-changer, earning the trust and loyalty needed to deliver long-term value.


A win-win for employees and employers

Peace of mind for employees: Reduced stress by protecting families and easing concerns about probate.

Faster return to work: Employees need less time for probate and other related tasks after a loss.

Recommend to others

5/5

Seeking the forward-thinking leader

Whether you’re looking to explore or ready to dive in, we’re here to help.

Let's talk

EmployerNewsletter

PLATFORM

SOLUTIONS

COMPANY

Creating Plans

Legacy Capsule

WiseFill

WiseAI

Plan Analyzer

© 2026 BeyondWill, 727 Madison Ave, Covington, KY 41011

BeyondWill Is not a law firm and does not provide legal advice.